Remember, you signed up for Handshake because you wanted to boost the effectiveness of your sales team while better servicing your customers. In order to do this, you'll need a customer base to sell these products to.
You most likely have a spreadsheet on your computer of your customer list, or have access to one via the CRM, ERP, or accounting software you may already be using. This spreadsheet is also probably formatted with column headers and data about your customers such as ID, name, contact, phone number, email, billing addresses, and shipping addresses. Even if you already have this data formatted on your own spreadsheet, it's suggested that you copy the relevant data from your pre-existing customer list and paste that data over into our Handshake-formatted customer list template.
You're probably asking yourself, "Why do I need to download this spreadsheet?"
While Handshake's formatting is not that complicated, it is specific. We want to make sure your customers are importing successfully into Handshake, so we've provided a pre-formatted spreadsheet for your convenience.
Once you've downloaded the template spreadsheet, watch this video for a step-by-step tutorial on how to format the spreadsheet with your customers, and import them successfully into your Handshake account.
If you have any additional questions about uploading your customers into Handshake Hub, please email our support team at your earliest convenience. We are always happy to assist.
If you're all set with uploading your customers, you'll want to move on to downloading Handshake Rep from the App Store and writing your first order.